How much does a Wealth Management Advisor II make in Portland, OR? The average Wealth Management Advisor II salary in Portland, OR is $76,300 as of May 28, 2024, but the range typically falls between $63,800 and $94,400. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Percentile | Salary | Location | Last Updated |
10th Percentile Wealth Management Advisor II Salary | $52,419 | Portland,OR | May 28, 2024 |
25th Percentile Wealth Management Advisor II Salary | $63,800 | Portland,OR | May 28, 2024 |
50th Percentile Wealth Management Advisor II Salary | $76,300 | Portland,OR | May 28, 2024 |
75th Percentile Wealth Management Advisor II Salary | $94,400 | Portland,OR | May 28, 2024 |
90th Percentile Wealth Management Advisor II Salary | $110,879 | Portland,OR | May 28, 2024 |
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What Should I Pay?
The Wealth Management Advisor II uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being a Wealth Management Advisor II monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advisor II follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Being a Wealth Management Advisor II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as a Wealth Management Advisor II typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
0 - 2 years experience
Bachelor's Degree
2 - 4 years experience
Bachelor's Degree
4 - 7 years experience
Bachelor's Degree
Salary.com's CompAnalyst platform offers:
Job Title | Experience | EDUCATION | Salary Compared to This Job |
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Job Title Financial Advisor I | Experience 0 - 2 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor III | Experience 4 - 7 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst II | Experience 2 - 4 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
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About Portland, Oregon Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Vall....More
Portland, Oregon area prices were up 3.9% from a year ago View the Cost of Living in Portland, Oregon
Wealth Management Advisor II Salary in popular cities: Eugene, Salem, Gresham
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